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Planning Strategies Inc.’s Vistra VST Stock Holding History

Planning Strategies Inc.’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.81K Buy
+24
New +$3.72K ﹤0.01% 454

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Planning Strategies Inc.'s VST Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vistra (VST) in Q2 2026: 24 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

461 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Planning Strategies Inc. held 24 shares of Vistra worth $3.81K as of Q2 2026.
  • Vistra was a new Planning Strategies Inc. position in Q2 2026.
  • Vistra made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #454 holding.
  • 461 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.